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doc(ingestion/tableau): doc update for derived permission #11054

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Aug 1, 2024
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doc(ingestion/tableau): doc update for derived permission #11054

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derived permission
sid-acryl Jul 31, 2024
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Apply documentation suggestions from code review
pedro93 Jul 31, 2024
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Merge branch 'master' into cus2153-tableau-doc-fix
hsheth2 Jul 31, 2024
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Merge branch 'master' into cus2153-tableau-doc-fix
sid-acryl Aug 1, 2024
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8 changes: 8 additions & 0 deletions docs/quick-ingestion-guides/tableau/setup.md
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Expand Up @@ -51,6 +51,14 @@ In order to configure ingestion from Tableau, you'll first have to enable Tablea
- Open a command prompt as an admin on the initial node (*where TSM is installed*) in the cluster
- Run the command: `tsm maintenance metadata-services enable`

3. **Enable Derived Permissions:** This step is required only when the site is using external assets. For more detail, refer to the tableau documentation [Manage Permissions for External Assets](https://help.tableau.com/current/online/en-us/dm_perms_assets.htm).

Follow the below steps to enable the derived permissions:

- Sign in to Tableau Cloud or Tableau Server as an admin.
- From the left navigation pane, click Settings.
- On the General tab, under Automatic Access to Metadata about Databases and Tables, select the `Automatically grant authorized users access to metadata about databases and tables` check box.


## Next Steps

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9 changes: 9 additions & 0 deletions metadata-ingestion/docs/sources/tableau/tableau_pre.md
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Expand Up @@ -81,3 +81,12 @@ This may happen when the Tableau API returns NODE_LIMIT_EXCEEDED error in respon

- reducing the page size using the `page_size` config param in datahub recipe (Defaults to 10).
- increasing tableau configuration [metadata query node limit](https://help.tableau.com/current/server/en-us/cli_configuration-set_tsm.htm#metadata_nodelimit) to higher value.

### `PERMISSIONS_MODE_SWITCHED` error in ingestion report
This error occurs if the Tableau site is using external assets. For more detail, refer to the Tableau documentation [Manage Permissions for External Assets](https://help.tableau.com/current/online/en-us/dm_perms_assets.htm).

Follow the below steps to enable the derived permissions:

1. Sign in to Tableau Cloud or Tableau Server as an admin.
2. From the left navigation pane, click Settings.
3. On the General tab, under Automatic Access to Metadata about Databases and Tables, select the `Automatically grant authorized users access to metadata about databases and tables` check box.
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